Example: Configure Worktag Rules for Project Cost and Revenue

This example illustrates how to configure worktag rules so that expenses logged by employees and contingent workers use different worktags.

Project ABC has its own worktags for cost center and region. There are 2 types of workers on the project: full-time employees and contingent workers. Each worker type has its own associated worktag values for cost center and region.

Here's the data we'll use for this Example:

Project: ABC	Worker: Javier	Worker: Isabel
Cost Center : 1001 Region : West	Cost Center : 5000 Region : Central Worker Type : Employee	Cost Center : 8000 Region : South Worker Type : Contingent Worker

Your accounting organization would like to ensure that any expense reports filed by workers on the project follow certain rules. In this case, they want all employee expenses, like Javier's, to attribute to the employee cost center and region. For Isabel and all other contingent workers, expenses attribute to the project cost center and region.

Expense Report for Javier	Expense Report for Isabel
Item : Meal Amount : 25 Euro Worktags : Project : ABC Cost Center : 5000 Region : Central	Item : Meal Amount : 25 Euro Worktags : Project : ABC Cost Center : 1001 Region : West

Security: Set Up: Enable Worktags
domain in the Common Financial Management and Worktags functional areas.

Security: Set Up: Project Hierarchy
domain in Project Tracking functional area.

Access the

Create Derived Worktag Rule

task to create a worktag rule for employees like Javier.

Enter field details:

Name	Employee Cost and Revenue Rules
Company is from	Worker
Worktag Derived From	Worker
Worktag Types	Cost Center Region

Click

and

Done

Access the

Create Derived Worktag Rule

task to create a worktag rule for contingent workers like Isabel.

Enter field details:

Name	Contingent Worker Cost and Revenue Rules
Company is from	Project
Worktag Derived From	Project
Worktag Types	Cost Center Region

Access the

Worktag Rule Configuration

tab on the

View Project Hierarchy

report to view the hierarchy for Project ABC.

Access the

Create Project Hierarchy Configuration for Worktag Rules

task by clicking

Create

Enter these

Worktag Rules for Expense

details:

Option	Description
Employee	Employee Cost and Revenue Rules
Contingent Worker	Contingent Worker Cost and Revenue Rules

When contingent workers and employees log expense reports related to Project ABC, all accounting will follow the rules you configured.

You can ensure that revenue accounting follows similar guidelines. Create

Worktag Rules for Time

so that revenue is attributed to the right accounts when Isabel and Javier log time against Project ABC, based on their employment status.

Configure Project Cost and Revenue in Project Hierarchies

Set Up Worktag Rules for Project Cost and Revenue